CA Console — Practice Management for Chartered Accountants
A full-stack practice management system built for CA Nikhil Maddi & Associates. Three user roles, WhatsApp OTP login, recurring task automation, GST-compliant invoicing, and a client-facing document portal — all in one application.
Each user type gets a focused view built for their job — not a one-size-fits-all dashboard that everyone tolerates.
Recurring task masters auto-spawn instances at monthly, quarterly, or annual cadences. Each instance is independently editable without touching the master template.
Centralised client directory with industry, GSTIN, contact details, and linked tasks, documents, tickets, and invoices — all in one place per client.
Per-client document storage managed by the firm. Clients see a read-only view of their own drive; staff upload and organise files up to 50 MB each.
Server-side PDF invoices with GST breakdown (CGST/SGST/IGST), HSN/SAC codes, and sequential invoice numbering. Track paid, partial, and pending balances per client.
Granular per-employee access control. Toggle client visibility, payment access, and admin functions independently — matching how real CA firms manage confidentiality.
Org fields store custom compliance data per client: registration numbers, filing history, key dates, and custom tags defined by the practice.
Clients raise tickets from the portal; staff action them from the employee view. Full comment thread, status tracking, and resolution workflow built in.
Installable as a Progressive Web App on any device. Push notifications delivered to clients and staff for task deadlines, ticket updates, and payment receipts.
The system is built around real CA firm workflows. Every step removes a manual touchpoint.
Users enter their registered mobile number and receive a one-time code via WhatsApp. No passwords, no reset flows — just tap and you're in on any device.
The principal CA adds clients, uploads their documents, and creates task masters — templates that automatically spawn compliance tasks on monthly, quarterly, or annual cycles.
Staff see their assigned tasks bucketed by urgency — overdue, due today, upcoming. Each task drawer shows the client, deadline, documents, and a comment thread for coordination.
Admin generates a GST-compliant PDF invoice per client with a single action. Payment status (pending, partial, paid) is tracked per invoice and rolled up to a client balance view.
Clients log in to view their documents and raise support tickets. Push notifications via PWA alert them when a document is ready or a filing deadline is approaching.
If you need a practice management system, a client portal, or custom business software — reach out. We scope, design, and ship the whole thing.